Topel & Distasi Wealth Management, LLC New Holdings in Q3 2024

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IXUS
Ishares Tr

ETFs
3.13K
New
$64.9 - $73.35 $203K - $230K
3.13K $227K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
485
New
$405.19 - $478.57 $197K - $232K
485 $223K
Activity Summary
Buys All Purchases 34 New Holdings 2 Increased Positions 32 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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